HomeMy WebLinkAbout11-14-06
....J
15056051058
REV.1500 EX (06-05)
PA Depmnent of R8Y8I1le *'
Bu1eau .oflndMdual Taxes
POBOX280S01 .
HanisbuIv, PA 171284l601-~. ~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICW.. USE.oNLV
Co\I1ty Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 21 06
File Number
0473
Date of Birth
17-8-07-7B1B
-0511512006
11/2311916
Decedenfs Last Name
Suffix
Decedent's First Name
MI
Hutton
Robert
o
(If Appllceble) Enter SUrviving Spou.... Information Below
Spouse's Last Name Suffix
Spouse's First Name
MI
Spouse's Social Security Number
l'HlS RETURN MUST 8f RlED IN OUPUCATE WITH THE
REGJSTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
. 1,ORgl.FlalRewm
2, SUpplememaJ .Retum
3, Reme.lnderRetum(date of fiath
prior to 12-13-82)
5. Federal Estate Tax Return Required
4. Umlted Estate
<Sa. Future Interest Compromise (date of
death after 12-12-82) .
7. .Decedent lttaIntaIned a Uving Trust
(Attach Copy of Trust)
10, Spousal PDY8l1y Credit (date of death 1 t Electioo to tax IJJ.lde.r Sec. 9113(A)
between 12-31-91 and 1-1-95) (AU,ch Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
r-...;l
(717) 243-~37 ~
c:: 0 :z:
REGtsn~.(~ILlS US~lY
.~~ 3?i g
L:: ;:J
en/'.
("")C)
. .-) (~ -n
'~-')S
. --I
-.0
):?
DATE FIl.ED
.6. .Decedent Died T'8IStal8
{Attach Copy of Wilt)
9. J..ltigatioo .ProcetIds .Received
8. Total Number of Safe Deposit Boxes
John C. Oszustowicz
?i~
("")
(J
~o
r-1~
,....--,
,,-__J
Tricla D. Naylor
Ann Name (If APPlicable)
First line of address
&'"
104 S. Hanover St.
-0
~
<-!?
o
~
o
.-..,
--n
;;:..)
_ [=-fl
:-/)'~?!
SecoRd 1Ine.of adcW88
City<<.Post 0fIiee
State
ZIP Code
-C-artisIe
PA
17.013
Correspondent's e-mail address:
Under penaIIJes d perjury, I declare that I have 8lClII1lined 1hIs 1lIIum,Indudlng aocompanyIng acheduIes and statementB, and to the best of my knowledge and belief,
It Is true, correct and c:ompIefe. Declaration of preparer other than the pel'8On8I repr8lI8rltatlv Is based on all information of which preparer has any knowledge.
SiGNA:r:~~'~JQj;:)~ Il7~/~(JC,
ADDRESS
21 E. Madison St., Lanca PA 17602
OF THER RESENTATIve
17013
PLEASE USE ORIGINAL FORM ONLY
SIde 1
L
15056051058
15056051058
...J
--I
15056052059
REV-1500 EX
Decedent'eNarne\ Robert
RECAPn'Ul.ATJON
o Hutton
1. -ReeJ estate {Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. -Stocks .and .Bonds .(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Hefd Corporation, Partnership or SoIe-ProprietlJl'Ship (Schedule C) . . . .. 3.
4. -f\.4or1gage& & Notes -Receivable {Schedule 0). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous .Per.sonaIProper1y (Schedule.E) . _ _' _ _ . . . 5.
6. JOintly Owned Property (SChedUle F) Separate BIIIlng Requested . . . . . .. 6.
7. Jnter-VNos Transfers AMlsceUaneous Non-Probate Property
(ScheduleG) Separate -BlUIng -Requested.. . . . . .. 7.
8. Total Grou AaMtt (total Unes 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
9. -Funeral-Expenses & AdrnInistr3t1ve -costs {Schedule -H), . . . . . ; . ; . ; ; ; . , . . ; . .; 9.
10. -Debts of Decedent, Mortgage Liabilities. .& Uens {Schedule J) . . . . . ... . . . . . . . . . 10.
11. Total OeductIonl (total Unes 9 & 10}... .. ... . . .. ..... . .......... ... . . .. 11.
12. -Net Value -of &tate (line 8 minus line 11) . . .. . .. .. . .. . .. . .. .. . . . . . .. . .. 12.
13. CharItable and Governmental BequestslSec 9"3 Trusts for which
an.elEldioo to tax has.not been made (ScbeduIe J) . _ _ . . . . ...... .. _ _ _ . . _ . .. 13.
14. Net Value Subject to Ta (Une 12 minus Una 13) . . . . .. . .. .. . . . . . . . .. . . .. 14.
TAX COMPUTAnON . SEE INSTRUcnONS FOR APPUCABLE RATES
15. Amount of Una 14 taxable
at the spousal tax rate, or
transfers under Sec. 91'6
(a)(1.2) X.O_ 15.
16. Amount oft:ine 14 taxable
at lineal rate X.O 45 -844."923.54 16.
17. AmountofUne 14taxabJe
at 5ibIing me X :t2 17.
18. Amount of line 14.taxable
at collateral rate X .15 18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. -FlLL1H THE OVAl.. F YOU ARE REQUESTfHG A. REfUND OF AN OVERPAYMENT
L
15056052059
Side 2
178-07-7818
Decedenfs Social Security Number
746,917.80
120,320.57
867 .238.37
14,G83.25
8,231.58
22,314.83
8441923.54
844,923.54
38,021.56
38.G21.56
.
15056052059
--.J
.REV--1500 EX Page 3
Decedent's Complete Address:
21
-FiIlI.,...,...,.
06 0473
DECEDENT'S NAME DECEDENTS SOCiAl SECURITY NUMBER
Robert 0 Hutton 178-07-7818
STREET ADDRESS
1 Longsdorf Way
CITY jSTATEpA 1 Z1P17013
Car1isle
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditsJPayments
A. .SpousaI-Poverty Credit
B. Prior Payments
C.lliscount
(1)
38,021.56
39,000.00
1,901.-08
3. InterestlPenaIty if applicable
O. Interest
E. Penalty
Total Credits ( A t 8 t C ) (2)
40,901.08
TotaI1nteresb'PenaJty ( {) + E ) (3)
4. If une 21s greater than Line 1 + Une 3, enter the difference. This Is the OVERPAYMENT.
.fill In waI.on p. 2, Une 20 to NqUHt. mund. {4)
2,879.52
5. If Une 1 + Una 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the intefest on the tax due.
8. Enter the total of Une 5 + 5A. This Is the BALANCE DUE.
(5)
(SA)
(58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. I81ain the use or Income of the.prQpefty transf8rTElQ;.......................................................................................... 0 [i]
b. retain the right to designate who shall use thepmpertytransferJ8d or its income; ............................................ 0 ~
c. retail) 8 .reversionary inte.ntst; or ~~_~ "'N_.'",m_~___m.''''mmmm",,~vm''.'.'mmm.w.'.'.''''.'.u'.''.'.'.' 0 .iii
d. receive the pnxnise for .Iif8 of either payments, benefits or care? ...................................................................... 0 lil
2 .If .death .occuDBd .after December 12, 1982, did decedent transfer property within one year of death
without.rvoeIving adequate <lOnSideration? .............................................................................................................. 0 [i]
3. Did decedent own an "in trust 10(' or payable upon death bank account or security at.his or her death? ..............0 Ii]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
.contaiR8 -a beneficiary -designation? .................. ...................................... ............ ............................... ..................... 0 .[iJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
Is three (3) percent [72 P.S. ~116 (a) (1.1) (i)J.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to odor the use of the surviving spouse is zero (O) percent
(72 P.S. g9116 (a) (1.1) Oi)}. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory reqwrements for disclosure of assets and
1iting a tax re1JJm are stlII appticab1e even ff the surviving spouse 18 the onIy"beneficiary.
For dates of death on or after J~ 1, 2000:
The tax rate imposed on the net value of transfers from a deceased chUd twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent or a stepparent of the child is zero (0) percent (72 P.S. 59116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries Is four and one-half (4.5) percent, except as noted in
72 P.S. S9116.(1.2).[72 P.S. 19116(a)(1)J.
The tax rate Imposed on the net value of transfers to or for' the use of the decedenfs slb1ngs Is twelve (12) percent [72 P.S. S9116(a)(1.3)}. A sIbling Is defined, under
Section 9102, as an indMdual who has at ~ast one parent in oommon with the.cJeoedent. whether by blood or adoptioA.
RE1I-'503 EX. (.....
COMMONWeALTH.OF PENNSYLVANIA
INHSRITANq: TAX;R~N
RE$JOENTDECEDENT
SCHEDULE 8
STOCKS &8ONDS
ESTATE OF
Robert D. Hutton
FILE NUMBER
21-06-0473
All property joInt1y-owned with right of survlvonhlp must be disclosed on Schedule F.
rIal
HUMBER
1.
VALUE AT DATE
OF DEATH
2.
4.
5.
6.
7.
8.
9.
10..
11.
12.
13.
14.
1.5.
3,
DESCR1PT1ON
15,456.176 sh Seligman Growth Fd CUSIP: 816335103
1-5 sh A T& TCUSfP: 00206R1"02
250 .sh CBS CorpCL .BCUSIP: 124587202
.5,000.3409 sh .PPL.Corp CUSlP: .69351T1.06
32 sh Corneast etA CUSI?: .20030N101
1,551.2088 Sh Gent American Investors CUStP: 2688021043
464 sh National City Corp CUSIP: 635405103
250sh Viacom .C~ BCUSIP: 92553P201
.888,047 sh OowChemical CUStp: 260543103
6, 195 sh .Allisdlrish Banks cu.SlP~ 019228402
300 ShBP PLC AUR CUSlP: 055622104
36,409.93
286,332.90
21,912.00
168.75
64,761.38
385.35
6,381.25
147,085.03
1,025.76
58,364.23
17,274.72
9,537.50
Accrued 'Interest on above 1tem 11.
950shlnU Business -Mach CUB!?: 459200101
ACCMdlntereston aboveltem 13.
t59sh M&TBank CUSIP: .5526tF104
78,351.25
285.00
18j642.75
746,917.80. ..
'\
TOTAL.(AIao .enter on line 2, .Recapitulation). $
(If more space Is needed, ihSert additional sheels of the same size)
I
'r /
,.~ . pi'
.~ .
}c.
~i
""",... EX. (&-981.
COMMONWEALTH OF PENNSYLVANIA
INHERITAN~ TAX ~N
RESIDENT DECEDENT
SCHIDULE I
CASH BANK DEPOSITS & MISC..
., ,.
PERSONAL .PROPERTY
ESTATE OF
Robert D. Hutton
FILE NUMBER
21-06-0473
fm:Iude the proceeds of ItIgation and the date the proceeds were received by the estate.
AU .p~pe~ joIn~-own.d with rt~ht of .urv/vorah!p mUlt be dladoltd on Schedul. F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
-1.lititz .MutuaI.lnsurance Company . -insurance nmmd
110.00
2. P-8MNationallnsurance -car msurancerefund
18.00
1,881.00
7,79.3.00
4,602.00
52.092.00
18,909,12
4,521.10
15.98
.3. JabeI.diamond bmcelet
4. MisceHaneous .p8rSOnalproperty (See attached appraisal)
-S. 1.998Subaru Legacy
6. Cumberland Crossing ."COttage-refund
7 . Income from the Estate .ofDorothy -M.Hutlon
B.M&T Bank - checking account#44974248
9. Embarq - refund
1{). TresslerlutheranServices - iong-1erm care .refund
11. UGI - refund
1.603.34
18.38
12. The.Sentinel-.refund
23.42
28,733.23
13. SmIth Barney Money Market CUS'P: 123992711
TOTAL (Also enter on Jine 5. Recapitulation) .$
(If more space is needed, Insert additional sheets of the same size)
120,320.57
REV-lO" EX+l'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
REStDENT DECEDENT
ICHIDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Robert D. Hutton
ALE NlJIIBEB
21-06-0473
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
AMOUNT
DESCRIPTION
1.
fUNERAL SXPeNSES:
Hetlick Cremation ServIces
CuraFood Service -catering formemorial.senrice
Jane M. Hutton - SlIpp1ies and beverages for memorial $8Mce
1 ,892.45
1,958.00
215.59
2.
3.
B. ADMINISTRATIVE COSTS:
1.Personal.Representaliw'. -CommIaaions
Name of.Pet1ooaJ Repntsentatlve(s)
SociII1lealrlty "Number(s)1EtN t4umberofPersonllRepresentative(s)
Shet AddreSS
2.
Clly
.SJ.at8
lip
Year(s) .Conwnlssion .Paid:
AttomeyF.ees
7,500.00
3.FamilyExemplion: {If .decedent's.address .1$ not .the .same .asclaimanfs,attacbexplanalion)
Claimant
4.
"Street Addresa
City
ReIalIonshIp of ClaImant to Decedent
State
,Zip
PtOOate Fees
656.00
5. Accountanfs Fees
7.
6. TIl Retum Prepar8r's Fee$
8.
9.
10.
Maggie tee Designs - jewelry appraisal
IBIS Appraisal - personal property .appraisal
GurteyStJzukiMitubishi -tepairs to auto
.Legal advertising
25.00
480.00
1,187.74
168,47
14,083.25
TOTAl {AI&o enter on tine "9, Recapitulation) .$
(If more space is needed, insert additional sheets of the same size)
REV-11512 EX+ (12~1
*'
SCHlDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIlITIES, & UENS
COMMONWEALlH OF ~SYLVANIA
NtERlTANCE TAX RETURN
REStDeMT 0E<:E00tT
ESTATE OF fIlE NUMBER
Robert D. Hutton 21-06-0473
Report debts Incumld by the decedent prior to death whlchnmalned unpaid .. of the date of death, Includlngunrelmburnd mecIk:aI expenI8I.
ITEM VALUE AT DATE
NUMBER OESCRWTION OF DEATH
1.
Cumbertand Crossing - assisted.1iving and cottage maintenance
ell Networks -internet 18I'Vice
5,898.00
45.00
2.
3.
F. Harris -nursing assitance
172.00
4.
C. Murtoff - nursing assistance
86.00
86.00
150.50
138.00
5.
D.Foreman -nursing assistance
6.
O. Delp - nurSing assistance
GriS'M)JdSpecial Care - agency fee for nursing assistance
7.
s.
Highland TIfe & Bvc.Center -cartires
.RDHcar seNice
303.09
88.04
9.
10.
11.
Dr. Howard Burkelt,OPM . .medical
AmeriCan Express - credit card
30.00
88..13
230.73
95.69
12.
Continuing CareRx .. medicine
13.
14.
Met-Ed - eIedric
78.13
Sprint/Embmq-phone service
AT&T - long.distance phone .service
60.60
1.5.
16.
Penn National Insurance - car insurahte
213.00
97.49
17.
18.
Stoken Opthamology -medica1
UGI - utility bill
JotmC.OszustDwicz.Etiq. -professional fee
31.18
340.00
19.
8,231.58
TOTAL (AIao-enlerOll line 10. RecapiluJation) $.
(If more space is needed, insert additional sheets of the same size)
'11"
REV-1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMQNWEALTHOF .PENNSYLVANIA
HlERITANCE TAltREIURN
-RESlOENT.DecEDENT
estATE OF
.Ro.be.rt It .Hutto.o
FILE NUMBER
21-D6-D47.3
ftElAT1ONSH1P 'ro necEDENf AMOUNT OR $iARE
NUMBER NAME AND ADDRESS OF PERS~(S) RECENING PROPERTY Do Not LIst Truatee(a) OF ESTATE
f TJOCABt.E DISTRIBUTIONS 1indUde OlJIright lIPOUsat distributions. and 1ransfers under
Sec.-.9l1S..(a){1.2))
t. Wtltiam-R.Huttoo 1232-Georgeson i.oop.,Sitka. AK 99835 ..son 281641.18
2. .RobertO. Hutton, Jr. 21-0 HemloolcOr'j Hoonabl AK ~ SOIl 281641.18
3. JaneM. Hutton 213€. --M8di&Oll St.,:lanoaster, cPA 11-602 . 4augbter 281641.1-8
ENTER DOUAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET
-D -NON-T1\XABlE'DISlRIBlJFIeNS:
It SPOUSAl D1STftt8UllOHS UNDER SECTION 9113 fOR WHtCtt AN fLETtOH TO TAX is ffOT!EtHG MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
tOTAL-OF _PART.H -ENlER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 130FREV-1500CO\lERSHEET -$
(If more space Is needed. Insert additlonal sheets of the same size}
~b.v-\- 't), ~-\+OV\
~deSignS
Sc. \+ - 8- C. () h i-r ~l-'
~/-6~ -otf 7-
. ,
2140 Georgetolvn Dr.
JEWELRY APPRAISAL
Lancaster, PA 17601
(717) 569-6500
- -
TowhoD1ltm.rcon~rn. .
This is to certify that we are engaged in the jewelJy business, appraising diamonds, waltbes, jewelry, and pm:iO\l$ stones of all descriptions. We berewith certify that we have this day carefully
examined the following listed and described articles. We estimate the value as listed for insurance or other pwposes at tbe cwrenl retail value, excluding Federal and other taxes. In making this
appraisal we do nol asree to purchase or replace the articles
This is an estate apllraisal stating the resale value of the said items according to the
market of the current said date. It is in no way an offer to buy or guarantee of sale
of items for stated resale value.
Description
9..4-06
Estate of Robert D. Hutton
c/o Jane Hutton
213 East Madison St.
Lancaster, P A 17602
Ladies 18k 20ld diamond link bracelet. The bracelet is a Jabel brand piece. It consists of nine
open ovallitiks. Six. of these links contain white gold diamond ~lusters~ Each cluster is set with
seven round brilliant cut diamonds with the quality characteristi<;s o.fVS2 - SIl clarity and G-H
color. Each cluster bas a total weight ofO.SO carats giving the bracelet a total weight of3.0
carats. The bracelet weighs 45.4 grams.
Value $ 1,881.00.
The forepg Appraisal is made with the understanding that the appralser usumes no lIabiHty with respect to any action that may be taken 011 the bU1s of this appraisal
APPRAISER !f/t{~ --1/. ~ DATE 1~;! ~
- '-:oyr-p' D~ I-t~~,
,-Sch. e CI/)h \ f- ~~+
I'
:J.J -. CJ G,
($7,793.00)
Clt:Y Three DOllars and Zero Cents)
., / "efthe personal
., P.A 17013:
IBIS APPRAISAL
SEa VICES
4
--/L
AlYssa1~
The re. 01"/ "'lIst he read ill its elltire
!!ot tke aDo,raisa/ rel!o~
4